The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AAR CORP COM 000361105   215,473 3,950 SH   SOLE   3,950 0 0
AEROVIRONMENT INC COM 008073108   4,856,513 52,984 SH   SOLE   52,984 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102   109,965 35,703 SH   SOLE   35,703 0 0
ANTERO MIDSTREAM CORP COM 03676B102   3,831,913 365,292 SH   SOLE   365,292 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   5,449,264 38,340 SH   SOLE   38,340 0 0
AVIAT NETWORKS INC COM NEW 05366Y201   1,101,790 31,973 SH   SOLE   31,973 0 0
BLACKBAUD INC COM 09227Q100   304,158 4,389 SH   SOLE   4,389 0 0
BOWMAN CONSULTING GROUP LTD COM 103002101   213,660 7,442 SH   SOLE   7,442 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   5,724,953 27,250 SH   SOLE   27,250 0 0
CALAVO GROWERS INC COM 128246105   14,117,007 490,685 SH   SOLE   490,685 0 0
CALIX INC COM 13100M509   20,011,310 373,415 SH   SOLE   373,415 0 0
CAVCO INDS INC DEL COM 149568107   14,293,534 44,985 SH   SOLE   44,985 0 0
CECO ENVIRONMENTAL CORP COM 125141101   598,646 42,791 SH   SOLE   42,791 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106   2,511,122 54,960 SH   SOLE   54,960 0 0
CROSS CTRY HEALTHCARE INC COM 227483104   5,691,689 255,004 SH   SOLE   255,004 0 0
CUTERA INC COM 232109108   2,362,000 100,000 SH Put SOLE   100,000 0 0
CUTERA INC COM 232109108   4,595,862 194,575 SH   SOLE   194,575 0 0
DIGI INTL INC COM 253798102   4,719,444 140,126 SH   SOLE   140,126 0 0
EXLSERVICE HOLDINGS INC COM 302081104   6,426,917 39,714 SH   SOLE   39,714 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109   147,577 29,634 SH   SOLE   29,634 0 0
HAEMONETICS CORP MASS COM 405024100   4,889,036 59,082 SH   SOLE   59,082 0 0
INTEGER HLDGS CORP COM 45826H109   5,426,318 70,017 SH   SOLE   70,017 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   12,366,430 199,684 SH   SOLE   199,684 0 0
LA Z BOY INC COM 505336107   533,036 18,330 SH   SOLE   18,330 0 0
MASCO CORP COM 574599106   9,432,530 189,713 SH   SOLE   189,713 0 0
MASIMO CORP COM 574795100   7,400,423 40,102 SH   SOLE   40,102 0 0
MASTEC INC COM 576323109   10,377,067 109,880 SH   SOLE   109,880 0 0
MASTEC INC COM 576323109   4,722,000 50,000 SH Put SOLE   50,000 0 0
MCGRATH RENTCORP COM 580589109   16,109,225 172,642 SH   SOLE   172,642 0 0
MODINE MFG CO COM 607828100   1,378,851 59,820 SH   SOLE   59,820 0 0
MOOG INC CL A 615394202   7,986,856 79,274 SH   SOLE   79,274 0 0
OSI SYSTEMS INC COM 671044105   7,838,012 76,573 SH   SOLE   76,573 0 0
PARSONS CORP DEL COM 70202L102   3,754,178 83,911 SH   SOLE   83,911 0 0
PETIQ INC COM CL A 71639T106   2,959,654 258,711 SH   SOLE   258,711 0 0
PLANET FITNESS INC CL A 72703H101   6,061,211 78,038 SH   SOLE   78,038 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106   2,673,245 278,463 SH   SOLE   278,463 0 0
PURE STORAGE INC CL A 74624M102   9,197,528 360,546 SH   SOLE   360,546 0 0
QUANEX BLDG PRODS CORP COM 747619104   1,520,169 70,607 SH   SOLE   70,607 0 0
RIBBON COMMUNICATIONS INC COM 762544104   677,806 198,189 SH   SOLE   198,189 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301   728,622 104,687 SH   SOLE   104,687 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   29,753,841 395,505 SH   SOLE   395,505 0 0
SUPER MICRO COMPUTER INC COM 86800U104   8,183,892 76,808 SH   SOLE   76,808 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100   164,200 10,000 SH   SOLE   10,000 0 0
TECNOGLASS INC ORD SHS G87264100   7,486,377 178,417 SH   SOLE   178,417 0 0
TRANSOCEAN LTD REG SHS H8817H100   3,291,923 517,598 SH   SOLE   517,598 0 0
VERICEL CORP COM 92346J108   5,842,479 199,266 SH   SOLE   199,266 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   659,344 23,548 SH   SOLE   23,548 0 0
WOODWARD INC COM 980745103   12,921,973 132,710 SH   SOLE   132,710 0 0
WOODWARD INC COM 980745103   9,737,000 100,000 SH Put SOLE   100,000 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   1,114,981 102,953 SH   SOLE   102,953 0 0